Deliverables tracker for business consulting
Every deliverable by engagement with owner, due date and client sign-off.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
Every deliverable by engagement with owner, due date and client sign-off.
- Tracks
- Deliverable, Engagement, Owner, Due, Reviewed, Client approved, Status
- Flags automatically
- Late when Due has passed and Status is not Delivered and Status is not Approved
- Due this week when Due is within 7 days and Status is not Approved
- Approved when Status is Approved
- Actions and automations
- Create a one-page summary: A short Word summary of this deliverable for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every deliverable for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Part of these solutions
Related apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.